CFOmate
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
Who they say they serve: contractors, real estate, medical, dental, nonprofits (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | CFOmate | home page | |
| Website | https://cfomate.com/ | home page | |
| Office locality | Whittier, CA | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +15627891040 | home page | |
| Offers bookkeeping | Documented: ...to footer Let us crunch the numbers, so you can focus on growing your business From bookkeeping to tax planning and beyond, our licensed professionals are here to help you optimize... | home page | |
| AP / AR | Documented: ...That’s where our business management services come in. We handle everything from accounts receivable and payable to ongoing expense management, entity optimization, and meticulous... | /service/business-management | 4 pts (max 4) |
| Payroll coordination | Documented: ...full-time hire. Virtual CFO Tax strategies Tax credits Business bookkeeping Business payroll and HR Business management Tax planning and advisory Tax preparation Tax resolution and... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...offers comprehensive financial management services, including accounting systems setup, financial statement preparation, cash flow planning, budgeting, forecasting, internal... | home page | 6 pts (max 6) |
| Industries served (documented) | contractors, real estate, medical, dental, nonprofits, e-commerce, professional services, technology | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Reporting cadence stated | Documented: ...bookkeeping services. Translation tracking with accurate recordings and categorization. Monthly financial statements that highlight your business performance. Expense management... | /service/business-bookkeeping | 4 pts (max 4) |
| Named contact / team | Arin Gregoryona, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'CFOmate' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from CFOmate's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.